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UBS Group AG

UBS
Exchange
NYSE
Industry
National Commercial Banks
SEC CIK
0001610520

No open-market purchases or sales by UBS Group AG insiders were filed in the last 90 days; 766 institutions reported holding it in 13F filings for Q2 2026, worth $62.9B in total; Viking Global Investors is the only superinvestor holding it.

Q2 2021 vs. Q1 2021

How the institutions holding UBS Group AG changed between Q1 2021 and Q2 2021.

All holders in Q2 2021All holders in Q1 2021

13F holders of UBS: Q1 2021 compared with Q2 2021
MeasureQ1 2021Of which not filed for Q2 2021Q2 2021Change
Holders3482363+17
Shares1.32B15.1M1.31B+8.43M (+0.6%)
Value$18.5B$234.9M$20.1B+$1.83B (+10.0%)

2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (47)

Institutions that held UBS Group AG at the end of Q2 2021 but not at the end of Q1 2021.

Institutions new to UBS in Q2 2021
InstitutionSharesValue% of portfolio
Vontobel Holding Ltd.20,120,082$310.7M2.68%
Amundi14,768,136$226.5M0.16%
Invesco Ltd.5,549,580$85.1M0.02%
Border to Coast Pensions Partnership Ltd1,532,890$23.6M0.83%
Ossiam1,280,993$21.1M0.57%
Mitsubishi UFJ Trust & Banking Corp1,041,574$16.0M0.03%
Carlson Capital L P978,700$15.0M0.72%
Marshall Wace North America L.P.530,089$8.13M0.03%
Westpac Banking Corp501,505$7.68M0.08%
Two Sigma Advisers, LP215,405$3.30M0.01%
Amia Capital LLP200,000$3.06M2.57%
Sabadell Asset Management, S.A S.G.I.I.C117,198$1.80M0.31%
Anson Funds Management LP100,000$1.53M0.18%
Optiver Holding B.V.95,736$1.47M0.20%
Toroso Investments, LLC66,778$1.02M0.04%
HRT Financial LP43,054$660.0K0.01%
Qube Research & Technologies Ltd42,807$657.0K0.01%
RBF Capital, LLC40,000$614.0K0.03%
Commonwealth of Pennsylvania Public School Empls Retrmt Sys30,193$463.0K0.01%
Avantax Advisory Services, Inc.26,863$413.0K0.01%
West Family Investments, Inc.24,639$378.0K0.11%
Jefferies Group LLC20,119$307.6K0.01%
Mariner, LLC16,160$248.0K0.00%
Gsa Capital Partners LLP15,300$235.0K0.03%
Bridgefront Capital, LLC15,311$235.0K0.09%
Pinnacle Associates Ltd12,641$194.0K0.00%
Wilkinson Global Asset Management LLC12,350$189.0K0.01%
Kore Private Wealth LLC10,811$166.0K0.02%
Gitterman Wealth Management, LLC10,517$161.0K0.13%
Clarius Group, LLC10,440$160.0K0.01%
Cutler Group LP10,345$158.0K0.01%
Evergreen Capital Management LLC10,265$157.0K0.01%
PDS Planning, Inc10,084$155.0K0.04%
JTC Employer Solutions Trusteee Ltd6,117$94.0K0.01%
First Horizon Advisors, Inc.821$13.0K0.00%
Sonora Investment Management, LLC790$12.0K0.00%
Loring Wolcott & Coolidge Fiduciary Advisors LLP616$9.00K0.00%
Advisory Services Network, LLC547$8.00K0.00%
Massmutual Trust Co FSB384$6.00K0.00%
Asset Dedication, LLC289$4.00K0.00%
Copeland Capital Management, LLC180$3.00K0.00%
SRS Capital Advisors, Inc.196$3.00K0.00%
Manchester Capital Management LLC101$2.00K0.00%
Financial Management Professionals, Inc.149$2.00K0.00%
First Manhattan Co111$1.00K0.00%
Anfield Capital Management, LLC50$1.00K0.00%
Ford Financial Group, LLC117$1.00K0.00%

Sold out (30)

Institutions that held UBS Group AG at the end of Q1 2021 and filed for Q2 2021 without it.

Not filed for Q2 2021 yet (2)

Institutions that held UBS Group AG at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UBS in Q1 2021 that haven't filed for Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Amundi Asset Management US, Inc.15,069,620$234.0M
CSat Investment Advisory, L.P.55,121$856.0K